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Claro Advisors Inc.: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Claro Advisors Inc. on EFV, newest first. How the timeline and the estimate are built.

Claro Advisors Inc. held 16,633 EFV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,633 shares
    Change vs previous 13F -1,575 shares

    0.13% of the 13F portfolio, value $1,273,224.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,208 shares
    Change vs previous 13F -25,124 shares

    0.16% of the 13F portfolio, value $1,353,791.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 43,332 shares
    Change vs previous 13F -3,900 shares

    0.42% of the 13F portfolio, value $3,094,342.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,232 shares
    Change vs previous 13F -40,248 shares

    0.47% of the 13F portfolio, value $3,203,772.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,480 shares
    Change vs previous 13F +28,524 shares

    0.92% of the 13F portfolio, value $5,553,216.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,956 shares
    Change vs previous 13F -8,574 shares

    0.47% of the 13F portfolio, value $3,474,858.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 67,530 shares
    Change vs previous 13F +3,161 shares

    0.48% of the 13F portfolio, value $3,543,296.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 64,369 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,703,173.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).